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Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares are under pressure after results beat expectations but the outlook offered only modest upside, while royalty growth lagged stronger licensing revenue. Traders are debating whether AI and data-center demand can sustain Arms growth and rich valuation or whether the royalty model and broader semiconductor weakness leave room for further repricing.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly report and outlook are driving debate: a modest earnings beat and revenue guidance above expectations were overshadowed by handset weakness, rising component costs and a softer midpoint for earnings guidance, prompting a negative post-report reaction. Some traders see growth in automotive, data center and the Starlink partnership as a counterweight to the smartphone slowdown, while others doubt those opportunities can offset pressure on the core business.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is under pressure amid concerns that the Democrats election gains could bring tighter AI rules and data-center permitting delays, alongside debate over whether concentrated, debt-backed AI spending can last. Bears see risks to chip demand and the AI trade, while bulls argue the buildout will continue and are treating the selloff as a buying opportunity.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa and the FDAs pending decision on whether to accept it for review dominate discussion. Bulls view the regulatory progress and clinical data as supportive, while bears emphasize approval risk and the costs of going it alone; buyout speculation remains unconfirmed.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys quarterly results beat estimates and management raised its full-year outlook, but shares sold off sharply after the report. Traders are debating whether the decline reflects expectations that were even higher, with bullish posters pointing to improving margins and cash flow while others focus on the weak price reaction and volatility.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Fears that Democratic election gains could bring tighter scrutiny or slower permitting for AI data centers are weighing on Micron alongside a broad semiconductor selloff; traders are also debating whether memory pricing and shortages are nearing a cyclical peak. Bulls call the decline an overreaction and expect AI demand to persist, while bears worry about delayed data-center spending, new supply, and weaker pricing.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly report drew attention after adjusted earnings and revenue topped expectations and gross bookings grew strongly, while investors debated whether the softer-than-expected outlook and weakness in Mobility offset solid cash generation and growth in Delivery. Traders also focused on the planned expansion of driverless vehicles, but reactions to the report were mixed, with some welcoming the underlying results and others citing guidance and competitive risks.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs Q3 report, with improved profitability and cash generation despite declining revenue, has fueled a sharp rebound and analyst upgrades; traders also point to progress in BetterHelps insurance transition. Bulls see a turnaround and potential short-covering, while skeptics remain concerned about ongoing revenue weakness and BetterHelps challenges.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts better-than-expected Q3 results and higher total-revenue outlook are drawing attention, but the company kept its ORLADEYO sales outlook unchanged. Traders are split between viewing the commercial performance as improving and worrying that pharmacy inventory stocking, competition, and reliance on ORLADEYO limit the upside; many are frustrated that the shares have weakened despite the report.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Concerns that Democratic gains could bring tighter oversight or slow U.S. data-center construction are weighing on Sandisk and other AI-linked memory stocks, amid worries about future demand. Traders are split between fearing a prolonged AI-infrastructure slowdown and viewing the selloff as an overreaction given continued memory demand and the companys fundamentals.

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$SOXL $NVDA $DRAM 

Nvidia has axe the 5090 they’re going after the 5080 and then they’re gonna go after the 5070 not because AI is in a bubble but because the demand is so high clowns 🤡

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$SOXL I love how people compare the AI bubble to http://the.com bubble why do you think they fucking call it http://the.com bubble http://the.com bubble was inflated by the World Wide Web that promised life-changing results from a fucking website the AI is not in a bubble a fundamentals have not changed. They cannot supply enough RAM or GPU’s. Why do you think they’re stealing it from retail now the sell off and semiconductors is just temporary fear by the dip and thank me later.

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Roundhill ETF Trust - Roundhill Memory ETF

 

Nvidia has axe the 5090 they’re going after the 5080 and then they’re gonna go after the 5070 not because AI is in a bubble but because the demand is so high clowns 🤡